Bookkeeping for Business Success Series

Date and time

-

Location

Online

Organizer

Sarah Harding
sharding@cacapital.org
916-442-1729

Host organization

California Capital FDC WBC

Type of event

Resource Partner event

Event description

Bookkeeping for Business Success

Whether you're just starting out or looking to refine your bookkeeping skills, this four-part series will equip you with essential tools and strategies to keep your financial records accurate and up to date.

What You'll Learn:

Part 1: Bookkeeping Fundamentals – Understand the basics of bookkeeping, key financial statements, and how to choose the right tools for your business.
Part 2: Daily Bookkeeping Tasks – Learn how to record transactions, manage invoices and payments, and reconcile accounts to keep your books in order.
Part 3: Advanced Bookkeeping Skills – Gain insights into financial reporting, payroll, budgeting, and handling complex transactions for smarter financial management.
Part 4: Best Practices & Troubleshooting – Streamline your bookkeeping processes, avoid common mistakes, and prepare for tax season and potential audits with confidence.

Who Should Attend?

  • Small business owners and entrepreneurs
  • Freelancers and self-employed professionals
  • Anyone looking to improve their bookkeeping knowledge

  Dates:

  • Friday, March 14th,10am-11:30am
  • Friday, March 21st, 10am-11:30am
  • Friday, March 28th, 10am-11:30am
  • Friday, April 4th, 10am-11:30am

**Upon completing registration, you will receive a confirmation email in which the link to join the Zoom sessions will be located. Please be sure to scroll down to find the link**

Instructor: Holly Morton, owner of Accrual Mistress Bookkeeping & Consulting

As the founder and owner of Accrual Mistress Bookkeeping and Consulting, Holly is dedicated to helping businesses achieve financial success through meticulous record keeping. She entered the accounting field in December 2016, and since then, has become a trusted expert in bookkeeping and business consulting. With a strong background in Accounting and extensive experience in using QuickBooks, Holly brings a wealth of knowledge and expertise. She prides herself on delivering accurate and insightful financial solutions that empower businesses to make informed decisions and reach their goals. When she’s not working, Holly can often be found reading, knitting, or adventuring with her husband and puppy.

Register